Managers of Wealth Americas

Why gold is the dollar’s only real challenger among global currencies

While the greenback is set to remain strong in the short term, its purchasing power may diminish if excessive stimulus measures continue

Twelve Positive Ways the Coronavirus Crisis Will Impact RIAs

With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.

Andreessen Says “It’s time to build”: We Need Advertising to Help Us Get There

He points to deeper and broader challenges that this terrible pandemic has brought to light, and questions whether most in the U.S. can realistically achieve the “American Dream” in a country that can’t provide high-quality healthcare, h

This Is Why We Need To Build Back Better For A More Sustainable Future

And as the pandemic starts to peak, thoughts are turning to how to help the economy to recover.

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support from Asset Managers and Technology - Broadridge Survey

Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward.

Citizens Business Conditions Index Shows Solid Q1 Start

The Index is derived from a number of underlying components, most of which declined during the first quarter.

Global Study of Regulation and Taxation in the Fund Industry

The Netherlands, Sweden, and the United Kingdom earned Top grades in the second chapter of the Global Investor Experience Study; Australia, Canada, China, Japan, New Zealand, and the United States received Below Average grades

Banking's New Reality: Getting Remote Work Right (Part 1 of a Multipart Series)

Here are the common missteps banks should avoid to successfully enable remote work and digital operations, during the pandemic and beyond.

This is what the coronavirus recession could look like, according to global CEOs

The survey found that 11% of chief executives see coronavirus as a risk to the survival of their firm, while a further 40% say the pandemic poses a severe threat.

COVID-19 Spot Survey: Implications on Globally Mobile Employees

Assignees remaining in host country locations are being directed to follow local country mandates including stay-at/work-from-home and self-quarantining as needed.

The gold price could rise to $3,000 say analysts. Here’s how I’d aim to profit

If you’re bullish on gold and expect the price to keep rising, there are a number of ways to gain exposure to the commodity.

Gold: One More Chance To Get On Board Next Week

This is an epic collapse, which has heightened debate about when and how to re-open the economy.

Digital strategy in a time of crisis

The COVID-19 crisis seemingly provides a sudden glimpse into a future world, one in which digital has become central to every interaction, forcing both organizations and individuals further up the adoption curve almost overnight.

Gold heads for weekly gain as growth fears boosts demand

In euro terms, gold has risen to an all-time high, which is definitely yet another proof of the continuing safe-haven demand and decreasing trust in central bank money.”

AICPA Issues Recommendations for PPP Agent Relationships

“Documentation could take the form of a letter, sent by the CPA to his/her client, that describes the services to be performed by the CPA firm to assist and advise the client on the appropriate completion of the application,” AICPA said.

Big banks cannot shut out small businesses from Paycheck Protection Program

According to the Small Business Administration (SBA), it processed more than 14 years’ worth of loans in less than 14 days.

How to avoid burnout when you’re connected 24/7

While being passionate about our work is clearly a good thing, if we struggle to maintain balance and switch off from time to time, we have a problem.

3 Tips To Effectively Connect And Raise Investment From Family Offices.

It also requires an understanding of the family office's unique purpose and decision-making drivers to determine whether alignment exists and if it does, to create sufficient value and communicate it in ways that build relationships and close deals.

The coronavirus effect on global economic sentiment - McKinsey

Two-thirds expect a sizable contraction in the world economy, and a record share predict declining company profits.

Machine Learning for non-bankable asset investing

The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.

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